About The Isler Wealth Management Team

 

Neil Isler leads a family-based advisory team at Stifel alongside his sons, Joseph and Zachary Isler. Together, they manage wealth for over 500 households and bring more than 25 years of combined experience to serving individuals, families, and business owners. Backed by the strength of Fortune 500 firm Stifel and a dedicated support team, the Islers provide personalized wealth management rooted in trust, transparency, and long-term relationships. Their multigenerational approach blends proven financial strategies with fresh insight, helping clients confidently plan for retirement, investments, and legacy.

Neil began his career in the financial services industry in 2000 and has built a reputation for delivering thoughtful, long-term guidance across investment management, retirement planning, and estate strategies. Joseph joined the team in 2024, bringing a strong work ethic, a background in fitness coaching, and a finance degree from Queens College. His experience working closely with clients has shaped a people-first mindset and a passion for helping others succeed. Zachary contributes to the team’s research, planning coordination, and operational efforts, supporting the delivery of consistent, high-quality service.

Together, the Islers offer a blend of experience, energy, and continuity that clients of all ages value. Their team-based approach ensures personalized strategies, clear communication, and ongoing education so clients can make informed decisions with confidence. Built on family values, integrity, and service, the Isler team is committed to creating long-term partnerships and guiding clients through every stage of their financial journey.